Add an Issue Type

In Case Manager, you can add issue types to your case on the Issues tab.

To add an issue type:

  1. Open Case Manager.

  2. Double-click on a case to open it.

  3. Select the Issues tab. The Issues table appears.

  4. Click the Add button.

  5. The Add Issue dialog appears.

  6. Enter the information for the issue type in the dialog.
  7. Input the following information:

    • Name - The name of the issue type (e.g. "Fact")

    • Description - An explanation of the purpose or nature of the issue type
    • Short Cut - The short cut key for the issue type (e.g. "F")

    • Tool Tip - A quick description that appears when the mouse hovers over the issue type (e.g. "This is a fact")

    • Color - A color to help identify the issue type

  8. Click the Save & Close button.

  9. The dialog closes, and the issue type information is added to the case.

From here, you can add a sub-issue type attached to a parent issue type. See Add a Sub-Issue Type for more information.


Related Topics

Overview: Issue Types

Add a Sub-Issue Type

Import Issue Types

Edit an Issue Type in Case Manager

Remove an Issue Type